According to @chamath, as cited by @SawyerMerritt on X (formerly Twitter), there is a contrarian forecast for 2026 where SpaceX would not pursue an IPO, but instead undergo a reverse merger into Tesla. This scenario, if realized, could significantly impact the AI industry by consolidating Tesla's leading automotive AI and robotics platform with SpaceX's advanced space technology and AI-driven satellite communications under a single corporate structure. Such a merger could accelerate integrated AI development for autonomous vehicles, satellite data analytics, and global connectivity, creating new business opportunities across automotive, aerospace, and telecommunications sectors. Source: @SawyerMerritt on X, Jan 10, 2026.

According to Sawyer Merritt, discussions around a potential SpaceX IPO are generating significant interest among investors, particularly in the AI sector due to SpaceX's advancements in AI-driven satellite technology and autonomous spacecraft systems (Source: Sawyer Merritt, Twitter, Dec 11, 2025). The company’s AI applications, such as real-time satellite image processing and autonomous navigation for Starlink and Starship, present substantial business opportunities for tech investors. As SpaceX integrates more AI solutions for data analytics, satellite communications, and launch automation, investors are evaluating the long-term growth potential and AI-driven innovation that could reshape the aerospace and telecommunications industries.

According to Sundar Pichai on Twitter, Google’s Project Suncatcher is pioneering the deployment of Trillium-generation TPUs—purpose-built for AI—into space, aiming to create scalable machine learning compute systems powered directly by solar energy. Early research cited by Pichai confirms these TPUs survived radiation tests simulating low-earth orbit, demonstrating their robustness for extraterrestrial AI workloads. The project, developed in collaboration with Planet, is scheduled to launch two prototype satellites by early 2027. This initiative signals significant business opportunities in space-based AI compute, offering the potential to overcome terrestrial energy limitations and unlock new markets in edge AI and satellite-based machine learning applications (source: Sundar Pichai, Twitter, Nov 4, 2025).